Choose the right business
Start from fit, not familiarity. The best referrals go to businesses whose B2B ID shows proof of relevant delivered work — not just the first name that comes to mind.
If you don't already know who to send it to, B2B.ID can suggest a match based on the opportunity and the receiving business's B2B ID.
Add real context
A referral is stronger with a sentence on why you're sending it and what the buyer needs. This context travels with the referral and sets up the first conversation.
Let compensation be explicit, not assumed
If you and the receiving business agree on compensation for the referral, track it on the record. B2B.ID doesn't set a fee or take a cut — any terms are agreed directly between you.
Turn a good referral into a partnership
If you find yourself referring to the same business repeatedly, propose a referral partnership through Partner so the relationship becomes a standing, tracked agreement instead of a series of one-offs.